U.S. Retail Investor Solutions 2025
Optimizing Strategy to Offer Optimal Platforms
- Understand retail investors’ preferred advice engagement style to develop a strategy to meet them on their terms
- Provide a framework for investment solutions selections from investors’ perspectives
- Develop long-term client acquisition strategies to provide engagement across investors’ lifecycles
$29,000
Discounts available for bulk purchase
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Summary
This report focuses on affluent investors’ relationships with their financial advice providers and the product and platform solutions recommended to them. Topics covered range from prospects' preferences when seeking a new financial services provider to how they would like to engage with their providers on an ongoing basis to the platform features and benefits that most appeal to them. Data from Cerulli's proprietary Investor Survey is generally presented through the lenses of four primary segmentations—advice engagement style, age, wealth, and primary provider channel—to help firms fine-tune their value proposition to best address specific market segments. The report offers access to Cerulli’s annually updated investor market sizing, age range, and wealth tier segmentations. In addition, the report features Cerulli’s proprietary sizing of direct-to-investor platforms, including an updated leaderboard and underlying product sizing.
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Methodology
Each report is lead authored by a senior Cerulli analyst with significant industry experience. The report incorporates qualitative and quantitative inputs, based on Cerulli’s proprietary research process. For more on our research process, click here.
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